HARBOR INVESTMENT ADVISORY, LLC TGLR — LAFFER TENGLER EQUITY INCOME ETF

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  5 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported LAFFER TENGLER EQUITY INCOME ETF (TGLR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows TGLR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TGLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in LAFFER TENGLER EQUITY INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TGLR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TGLR stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held TGLR — position size vs. price
% of Fund (quarterly)    TGLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,680 — 0% 0.00% $61K 2026-04-23 $38.77
2025 Q4 UNCHANGED — — — 1,680 — 0% 0.00% $61K 2026-01-07 $36.73
2025 Q3 UNCHANGED — — — 1,680 — 0% 0.00% $60K 2025-10-27 $36.11
2025 Q2 UNCHANGED — — — 1,680 — 0% 0.00% $54K 2025-07-01 $32.10
2025 Q1 INITIATED — — — 1,680 — — 0.00% $48K 2025-04-09 $27.40

🏢 Other funds also holding TGLR

As of 2026 Q1 — sorted by position size

LAFFER TENGLER INVESTMENTS, INC. 3Y 7Y 0.29% Seelaus Asset Management LLC 3Y 7Y 0.16% Garden State Investment Advisory Services LLC 3Y 0.16% Per Stirling Capital Management, LLC. 3Y 0.07% Sigma Planning Corp 3Y 7Y 0.01% AE Wealth Management LLC 3Y 7Y 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0%

FAQ About HARBOR INVESTMENT ADVISORY, LLC and TGLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning TGLR?

HARBOR INVESTMENT ADVISORY, LLC reported TGLR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TGLR position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for TGLR was 0.00% in 2025 Q3.

What is the latest reported TGLR position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR INVESTMENT ADVISORY, LLC reported 1,680 shares, equal to 0.00% of portfolio, with an estimated market value of $61K.

What does the chart on this TGLR ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly TGLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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